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![TopStockAlerts1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::916787510822436864.png) Top Stock Alerts [@TopStockAlerts1](/creator/twitter/TopStockAlerts1) on x 118.4K followers
Created: 2025-06-24 14:57:30 UTC

$SMR  $PALAF  $URA  Uranium Surge: X Stocks & ETFs to Watch 
Uranium is gaining momentum as U.S. deregulation and energy security fears drive demand. Trump invoked the Defense Production Act, labeling uranium a critical mineral. Supply (150M lbs) trails demand (165M lbs), and by 2030, reactors may need 230M lbs. 
New York plans the first major U.S. nuclear plant in 15+ years. China aims to lead global nuclear output by 2030. The U.S. is scrambling to reduce reliance on Russian uranium, still powering plants with Soviet leftovers. 
Top plays: 
CCJ / CCO – Cameco (major producer)    UEC, UUUU – U.S. uranium miners   PDN, PALAF, SRUUF – juniors with upside   URA – uranium ETF    SMR – modular reactor tech 
NATKY / KZAP – Kazakh uranium exposure  Tight supply + rising demand = bullish setup.


XXXXX engagements

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**Related Topics**
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[stocks](/topic/stocks)
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[$ura](/topic/$ura)

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